| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT ACCOUNTING FEES | 7,500 | 7,500 |
| Person Name | Explanation |
|---|---|
| THOMAS KURTH | |
| HEIDI COOK | |
| KRISTA KURTH | |
| SCOT KURTH | |
| CHRISTOPHER KURTH |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | PURCHASE | 278,564 | 238,723 | 39,841 | ||||||
| PUBLICLY TRADED SECURITIES | PURCHASE | 11,172 | 11,253 | -81 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CORPORATE STOCK | 935,874 | 1,343,180 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| MISCELLANEOUS | 10 | 10 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| MISCELLANEOUS | 236 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | 5,886 | 5,886 | ||
| MANAGEMENT SERVICES | 6,800 | 6,800 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | 703 | 703 |